Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,159 | $180,749-13.6% | $160,784-2.9% | $137,256+13.8% |
| Participation rate | 20.0% | 80.0%-60.0pp | 77.0%-57.0pp | 80.0%-60.0pp |
| Annual return | 21.82% | 2234.46%-2212.6pp | 1803.92%-1782.1pp | 220.34%-198.5pp |
| Employer contribution / active EE | $397 | $4,155-90.5% | $3,733-89.4% | $4,156-90.5% |
| Participant deferral / active EE | $3,225 | $6,844-52.9% | $6,293-48.8% | $6,407-49.7% |
| Admin fee / account holder | $599 | $10,397-94.2% | $9,717-93.8% | $12,270-95.1% |